Step 1 - Go to Lead Router and click on “Configure destinations".
Please navigate to http://leadrouter.realgeeks.com
*Make sure that you are on the admin account and you are the account owner.
Click on "Configure Destinations"
Step 2 - Select the website you are wanting Verse/io to work!
Step 3 - Click “Connect” on the Verse.io box.
Step 4 - Enter Your Partner ID.
- Select the Settings tab in your dashboard.
- Select the Connections sub-tab.
- Click inside the Add CRM Connection box.
- Select Real Geeks as the CRM you are wanting to connect and from here, you'll see the Partner ID.
Navigate back to Real Geeks and enter your Partner ID here:
Step 5 - Configure Assignment Settings within Real Geeks
A) No, don’t wait. This option receives all new registration leads account wide, this does not have an option to restrict by user.
B) Yes, wait for assignment. A user can be selected here, can also work account-wide when no user is selected. This option only sends Verse.io leads once they are assigned.
C) Yes, but only wait if assignment is automatic, don’t wait for manual assignment. This option prevents manually assigned leads from being sent to Verse.io. This means it would only send us leads if the assignment is automatic, via a round robin rule for example. This option only works account-wide, it cannot be restricted to a single user.
Please note: If leads are already assigned to an agent within your Real Geeks and then reassigned to another agent, we will not receive it. However, if a lead enters your Real Geeks account unassigned and then is assigned to a specific user account we are connected with, we will receive it!
Step 6 - Change Notification Settings
To get notifications when a lead is Qualified or Unqualified by Verse.io, make sure the notification setting "Activity shared by another user" is ENABLED. This can work for both Admins, and Assigned Users.
You are all set :)